Latest Institutional Sells of Morningstar, Inc. (MORN)
This list provides information on the latest institutional transactions involving Morningstar, Inc. (MORN) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-8.75K- 5.34% |
$2.03M - $2.73M
|
155K
$32.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-8.09K- 30.04% |
$1.87M - $2.52M
|
18.8K
$3.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-8.01K- 43.27% |
$1.86M - $2.5M
|
10.5K
$2.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.33K- 8.84% |
$1.47M - $1.97M
|
65.3K
$13.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-6.22K- 14.67% |
$1.44M - $1.94M
|
36.2K
$7.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.08K- 33.68% |
$1.41M - $1.9M
|
12K
$2.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-5.6K- 34.09% |
$1.3M - $1.75M
|
10.8K
$2.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-5.37K- 59.56% |
$1.24M - $1.67M
|
3.65K
$773K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.24K- 35.86% |
$1.21M - $1.63M
|
9.38K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.01K- 34.79% |
$1.16M - $1.56M
|
9.39K
$1.99M
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-4.71K- 5.09% |
$1.09M - $1.47M
|
87.9K
$18.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.24K- 32.03% |
$982K - $1.32M
|
9K
$1.91M
|
|
|
Nov 13, 2025
Q3 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-3.36K- 41.52% |
$778K - $1.05M
|
4.73K
$1M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.29K- 74.1% |
$763K - $1.03M
|
1.15K
$244K
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.21K- 12.36% |
$744K - $1M
|
22.8K
$4.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.02K- 20.02% |
$700K - $942K
|
12.1K
$2.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-2.99K- 70.6% |
$692K - $931K
|
1.24K
$263K
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.81K- 5.68% |
$652K - $877K
|
46.7K
$9.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.73K- 57.94% |
$632K - $850K
|
1.98K
$419K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-2.72K- 44.83% |
$631K - $849K
|
3.35K
$710K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.01K- 66.86% |
$466K - $627K
|
996
$211K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-1.99K- 22.47% |
$461K - $620K
|
6.86K
$1.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.94K- 14.65% |
$449K - $605K
|
11.3K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.92K- 9.38% |
$445K - $599K
|
18.5K
$3.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.85K- 47.33% |
$429K - $578K
|
2.06K
$437K
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.79K- 34.87% |
$415K - $558K
|
3.34K
$708K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.77K- 54.62% |
$411K - $553K
|
1.47K
$312K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.73K- 29.6% |
$401K - $540K
|
4.12K
$873K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.72K- 62.78% |
$398K - $536K
|
1.02K
$216K
|
|
|
Nov 13, 2025
Q3 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.71K- 11.39% |
$396K - $533K
|
13.3K
$2.82M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 10.74% |
$383K - $516K
|
13.7K
$2.91M
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.57K- 6.3% |
$363K - $488K
|
23.3K
$4.93M
|
|
|
Nov 14, 2025
Q3 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.47K- 5.89% |
$341K - $459K
|
23.5K
$4.99M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.37K- 38.93% |
$318K - $428K
|
2.15K
$456K
|
|
|
Nov 13, 2025
Q3 2025
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-1.32K- 47.95% |
$306K - $412K
|
1.44K
$304K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.28K- 15.17% |
$297K - $400K
|
7.16K
$1.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-1.18K- 14.08% |
$272K - $366K
|
7.17K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Freestone Grove Partners LP
San Francisco, CA |
SELL
|
- |
-1.01K- 24.28% |
$233K - $314K
|
3.14K
$666K
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-917- 7.21% |
$212K - $286K
|
11.8K
$2.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-897- 19.18% |
$208K - $280K
|
3.78K
$801K
|
|
|
Nov 05, 2025
Q3 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-850- 8.69% |
$197K - $265K
|
8.94K
$1.89M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-821- 4.05% |
$190K - $256K
|
19.4K
$4.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-818- 32.36% |
$190K - $255K
|
1.71K
$362K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-807- 6.43% |
$187K - $252K
|
11.7K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-770- 22.06% |
$178K - $240K
|
2.72K
$577K
|
|
|
Nov 20, 2025
Q3 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-769- 7.43% |
$178K - $240K
|
9.57K
$2.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-700- 1.3% |
$162K - $218K
|
53.3K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-675- 43.75% |
$156K - $211K
|
868
$184K
|
|
|
Nov 12, 2025
Q3 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-658- 26.97% |
$152K - $205K
|
1.78K
$378K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 9.38% |
$139K - $187K
|
5.8K
$1.23M
|
|